| As of Date | 05/07/2026 |
| Registration | SEC, Approved, 07/01/2024 |
| ADV Location | NEW YORK, NY, United States |
| Contact Info | 212 xxxxxxx |
| Websites |
| AUM* | 1,460,175,241 10% |
| of that, discretionary | 1,460,175,241 11% |
| Number of Employees | 23 5% |
| of those in investment advisory functions | 11 10% |
| Private Fund GAV* | 1,453,107,882 11% |
| Avg Account Size | 146,017,524 -23% |
| SMA’s | No |
| Private Funds | 7 1 |
- Pooled investment vehicles
- Charitable organizations
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
- Performance-based fees
| Count | GAV | |
|---|---|---|
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